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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You have meeting IDs stored as deal properties in HubSpot, but those meetings aren’t actually associated with the deals. This means you can see the meeting reference in the deal record, but you lose the benefits of proper object associations like activity timelines and reporting.
Here’s how to transform those stored meeting IDs into proper HubSpot associations that connect your data correctly.
Convert meeting ID properties into proper associations using Coefficient
Coefficient excels at creating cross-object connections by importing your deals with their meeting ID properties and your meetings with their unique IDs, then using spreadsheet logic to create proper associations. This approach gives you transparency and control that native HubSpot tools or automation platforms can’t match.
How to make it work
Step 1. Import your deals and meetings data.
Import all deals with their custom meeting ID property into your spreadsheet, then import meetings with their unique IDs and relevant details. Use HubSpot filtering to focus on deals with populated meeting ID properties.
Step 2. Create your association logic with validation.
Set up columns for Deal ID, Deal Name, Meeting ID (from deal property), and a Meeting Lookup column using VLOOKUP or INDEX/MATCH to verify the meeting exists. Add an Association Status column with a formula like =IF(AND(NOT(ISBLANK(C2)), D2=”Found”), “TRUE”, “FALSE”) to identify ready-to-associate records.
Step 3. Build the association export with safeguards.
Navigate to Coefficient’s Export feature and select “HubSpot” → “Add Association.” Choose “Meeting” as source object and “Deal” as target object, then map your Meeting ID and Deal ID columns. Configure the export to only process rows where your validation column equals “TRUE.”
Step 4. Schedule and track your associations.
Set up scheduled exports to run daily or hourly with email notifications for successful associations. Use Coefficient’s snapshot feature to capture association history and build a simple dashboard showing total deals with meeting IDs, successfully associated meetings, and any failed associations requiring manual review.
Transform data references into working relationships
This method converts a complex data relationship problem into a manageable spreadsheet workflow. You get transparency, control, and the ability to handle bulk associations that native HubSpot tools simply can’t provide. Get started with proper meeting-deal associations today.
